2. TAke a simple survey to analyze your risk*

* Risk tolerance is an investor's general ability to withstand risk inherent investing. This risk tolerance questionnaire is designed to determine your risk tolerance and is judged based on several factors which may include: time horizon, long-term goals and expectations, and short-term risk attitudes. The adviser uses their own expereince and subjective evaluation of your answers to help determine your risk tolerance. There is no guarantee that the risk assessment questionnaire will accurately assess your tolerance to risk. In addition, although the advisor may have directly or indirectly used the results of this questionnaire to determine a suggested asset allocation, there is no guarantee that the asset mix appropriately reflects your ability to withstand investment risk.

3. USE OUR CLIENTPORTAL TO PLANFOR RETIREMENT

Organize and consolidate all of your financial accounts in one place to get a full-picture of your finances. 24/7 online access and automatic alerts keep you up-to-date on any changes.

Don't D.I.Y. your financial planning.

Nobody wants to #fail when it comes to finance.

Disclosure: Advisory services offered through Capital Asset Advisory Services, LLC, a registered investment advisor. This site is published for residents of the United States only. Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state. For additional information, please contact Kim Creque at kimcreque@fiatwm.com. Fiat Wealth Management does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. To view our ADV part II, pleaseclick here.